OmniFocus + Salesforce Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect OmniFocus and Salesforce, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?
Create OmniFocus task when new leads are added to Salesforce
Manage your Salesforce leads from OmniFocus, by using this Zapier integration to automatically create a new task in OmniFocus whenever a new lead is added to your Salesforce account. You can then review your leads from your inbox, and get to work without ever having to open Salesforce.
How It Works
- A new lead is added to Salesforce
- Zapier creates a new task in your OmniFocus inbox
What You Need
- A Salesforce account
- OmniFocus with an Omni Sync Server account
It's easy to connect OmniFocus + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a new lead is created.
Creates a new task in your OmniFocus Inbox.
Triggers when a new custom object (of the type you choose) is created.
Create a new lead.
Triggers when a new contact is created.
Add a lead to a campaign.
Triggers when a new opportunity is created.
Create a new custom object (of the type you choose).
Triggers when a new case is created.
Add a contact to a campaign.
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